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1,162 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 423 increasing their positions, 442 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 83

26.92% more ownership

Funds ownership: 869.85%896.76% (+27%)

10% more call options, than puts

Call options by funds: $548M | Put options by funds: $497M

3% more funds holding

Funds holding: 1,1291,162 (+33)

4% more capital invested

Capital invested by funds: $46.3B → $48.1B (+$1.81B)

4% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 442

29% less funds holding in top 10

Funds holding in top 10: 3525 (-10)

Holders
1,162
Holders Change
+33
Holders Change %
+2.92%
% of All Funds
18.52%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
137
Increased
423
Reduced
442
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1176
Wealth Enhancement Advisory Services
Minnesota
-$4.17M -107,500 Closed
TF
1177
Threadgill Financial
Texas
-$3.66M -96,970 Closed
LP
1178
LMR Partners
United Kingdom
-$3.61M -95,750 Closed
LIP
1179
Liontrust Investment Partners
United Kingdom
-$3.02M -80,000 Closed
AAM
1180
Arabesque Asset Management
United Kingdom
-$3M -79,570 Closed
2
1181
2Xideas
Switzerland
-$2.5M -66,420 Closed
SV
1182
Sturgeon Ventures
United Kingdom
-$2.33M -61,810 Closed
SAM
1183
Sycomore Asset Management
France
-$2.23M -59,100 Closed
PAS
1184
Park Avenue Securities
New York
-$1.37M -36,450 Closed
BCM
1185
Brookstone Capital Management
Illinois
-$1.27M -32,020 Closed
AC
1186
Annandale Capital
Texas
-$1.18M -31,230 Closed
ACM
1187
Alight Capital Management
New York
-$1.13M -30,000 Closed
OQS
1188
Occudo Quantitative Strategies
Florida
-$1.08M -28,710 Closed
HT
1189
Headlands Technologies
Illinois
-$1.04M -27,610 Closed
IA
1190
Inspire Advisors
Idaho
-$826K -21,910 Closed
BCM
1191
Brasada Capital Management
Texas
-$754K -20,000 Closed
UPC
1192
Utah Peaks Capital
Utah
-$725K -19,220 Closed
SMH
1193
Sanders Morris Harris
Texas
-$660K -17,500 Closed
PAM
1194
Premier Asset Management
Illinois
-$599K -15,880 Closed
GSC
1195
Ground Swell Capital
South Carolina
-$466K -12,370 Closed
PWS
1196
Precision Wealth Strategies
Missouri
-$419K -11,120 Closed
PRS
1197
Pinkerton Retirement Specialists
Idaho
-$386K -10,240 Closed
BPC
1198
Banque Pictet & Cie
Switzerland
-$377K -10,010 Closed
VF
1199
Vest Financial
Virginia
-$371K -9,850 Closed
AAMC
1200
Asset Allocation & Management Company
Illinois
-$354K -9,380 Closed

KLAC Hedge Fund Activity: Q1 2023 in Review

1,162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2023, worth a combined $48.1B — up 3.9% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 83 closed out — a net gain of 54 holders — while 423 added to existing stakes and 442 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.08B.

  • 1,162 institutional investors held KLA (KLAC) as of Q1 2023, up from 1,129 in Q4 2022.
  • Funds reported $48.1B of KLA stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q1 2023 and 83 closed out, a net change of +54 holders.
  • The largest KLA buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.42B added.
  • The largest KLA seller in Q1 2023 was T. Rowe Price Associates, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2023.